63. Peter Atwater: The Confidence Map
Investing Unscripted
The Importance of Confidence Diversification in Your Portfolio
I was thinking as we were having the conversation with Peter a couple days ago, this would be a fun book to do like a book club with other investors. So I know you, your first kind of thought was it almost sounds like market timing, but we agreed it wasn't. And one of our biases is to always look for reasons to act and looking for the signals that he talks about throughout the book are really dangerous because it just gives dudes another reason to go do stupid stuff.
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